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Amazon.com Inc. (AMZN $206.81)
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BRP Inc. Subordinate Voting Shares (DOO $83.97)
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Magna International Inc. (MG $72.43)
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Aritzia Inc. Subordinate Voting Shares (ATZ $107.22)
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Boyd Group Services Inc. (BYD $192.64)
Q: I currently have Aritzia, BRP, Magna, and Boyd Group in my consumer cyclicals. Would you replace any of them with Amazon, or do you think my current picks are better? Thanks